Quote follow-up templates.
The templates we start from with clients: an open-quote report for the Monday sales meeting, a win/loss reason list, and three follow-up emails. Free to copy, no email required.
Spreadsheets
Monday open-quote report
A spreadsheet template for the weekly open-quote review: every open quote with owner, value, age, last touch and next step, with columns for stale flags and outcome.
Download ↓ CSV · opens in Excel or Google SheetsWin/loss reason list
A starting list of win and loss reasons for quotes, short enough that reps will fill it in. Edit it to match how you sell.
Download ↓How to use the open-quote report: sort by days open, flag anything with no contact in five business days, and give every stale quote a next step and a date before the meeting ends.
Quote follow-up emails.
Three emails for after a quote goes out. Each one asks a real question instead of "just checking in." Replace the {{fields}} with details from the quote.
Hi {{first_name}},
On the quote for {{job_or_item}}: the {{item}} lead time is {{lead_time}} from order. If the date has moved on your side, tell me and I'll check stock again.
Is anything on the quote different from what you need?
{{rep_name}}Hi {{first_name}},
Where does the quote for {{job_or_item}} stand on your side? If it's waiting on someone else, I can send a short summary for them.
{{rep_name}}Hi {{first_name}},
Should I close out the quote for {{job_or_item}}? A one-word reply is fine: "yes", "not yet" or "lost". If it went elsewhere, a quick word on why helps us quote better next time.
{{rep_name}}Want this to run without the spreadsheet?
We build the open-quote report and follow-up drafts into your CRM, so they happen every week without anyone exporting anything.